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Belpointe Asset Management’s Sun Life Financial SLF Stock Holding History

Belpointe Asset Management’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-233
Closed -$10.9K – 2921
2023
Q1 		$10.9K Hold
233
– – ﹤0.01% 2672
2022
Q4 		$10.8K Buy
+233
New +$10.3K ﹤0.01% 2576

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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Belpointe Asset Management's SLF Position: Q2 2023 in Review

Belpointe Asset Management sold out of Sun Life Financial (SLF) in Q2 2023, closing a stake of 233 shares — an estimated $10.9K sold.

Belpointe Asset Management first reported a position in SLF in Q4 2022 and held it in 2 quarters. The position peaked at $10.9K in Q1 2023. 382 funds tracked by Wall St. Rank hold SLF as of Q2 2023.

  • Belpointe Asset Management reported no remaining Sun Life Financial position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 233 Sun Life Financial shares in Q2 2023, an estimated $10.9K.
  • Belpointe Asset Management first reported a position in Sun Life Financial in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Sun Life Financial position peaked at $10.9K in Q1 2023.
  • 382 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.